| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 49 | 209,299 | VOO, ESGV, RAFE, VSGX | 13F-HR | 7/14/2025 | 000176395825000008 |
| Q1 2025 | 39 | 191,554 | VOO, ESGV, RAFE, VTIP | 13F-HR | 5/14/2025 | 000176395825000006 |
| Q4 2024 | 55 | 186,026 | VOO, ESGV, RAFE, VTIP | 13F-HR | 2/11/2025 | 000176395825000004 |